If you do not currently have active clients when beginning with Rethink, or would prefer to have a demo client within the account, this resource will show you how to add that to your client list. Each account comes with the ability to make 1 demo client.
NOTE: If you meet with a live trainer from Rethink during implementation, they will complete this for you
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Add a new Client Status
Title the Status Demo
Leave the first box selected as Active
Select the second option Demo?
Select SAVE
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You now have a demo status to pick from so your demo client you create in the next step can be assigned to the demo status
2. Make your demo client
Select Clients
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Name
Date of Birth
Gender
Address
Location
Status – Choose the DEMO status
Service Intensity – Leave as Intensive
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If you would like to add a parent or caregiver to the profile, select NEXT, if not select SKIP and SAVE
When adding in a contact, you will continue to fill in arbitrary information for the fields required.
Your Demo Client will now be available on the Client Landing page and will be identifiable by a blue circle
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